Edward R Degree

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2011 → 03/2017
  Morgan Stanley Private Bank
  Seattle, WA
• 03/2017 → 10/2019
  Wells Fargo Advisors
  Las Vegas, NV
• 04/2020 → 01/2021
  Valley Bank Of Nevada
  Las Vegas, NV
• 05/2020 → 12/2023
  Arista Wealth Management
  Las Vegas, NV
• 12/2019 → 02/2025
  Jedee, Llc
  Las Vegas, NV
• 03/2025 → Present
  Morgan Stanley
  Dallas, TX
• 12/2022 → 09/2024
  Icon Business Bank
  Las Vegas, NV

Previous Registrations

• 2020-05-18 → 2024-01-08
  Arista Wealth Management, Llc
  Las Vegas, NV
• 2019-05-30 → 2019-10-29
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Seattle, WA
  Las Vegas, NV

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-24
• S63 Uniform Securities Agent State Law Examination
  2009-02-20

Other Names

• Edward Ray Degree
• Eddie Ray Degree
• Edward R Degree
• Edward Degree